Wealthcare Advisory Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $478K | Buy |
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|
2025
Q2 | $357K | Sell |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $658K | Buy |
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|
2024
Q1 | $477K | Buy |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $2.26M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $610K | Sell |
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|
2021
Q3 | $613K | Sell |
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|
2021
Q2 | $938K | Buy |
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|
2021
Q1 | $750K | Buy |
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|
2020
Q4 | $747K | Buy |
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|
2020
Q3 | $547K | Buy |
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|
2020
Q2 | $365K | Buy |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $58K | Buy |
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|
2019
Q3 | $37K | Buy |
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|
2019
Q2 | $27K | Buy |
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|
2019
Q1 | $10K | Sell |
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|
2018
Q4 | $15K | Sell |
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|
2018
Q3 | $173K | Buy |
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|
2018
Q2 | $153K | Buy |
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|
2018
Q1 | $77K | Buy |
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|
2017
Q4 | $53K | Buy |
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